Terri Munro

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Duco Technology Ltd. develops and provides software technology components. It enables financial services firms to control complex data using light-touch, self-service technology and enable non-technical users to deal with masses of data in minutes. It offers banks, brokers, and hedge funds solutions. The company was founded by Christian Nentwich and Michael Marconi on January 24, 2006 in and is headquartered in London, the United Kingdom.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

CoverHound, Inc. operates an insurance comparison shopping platform. It offers an online automobile insurance comparison and sales platform to consumers. The firm helps people compare rates from numerous insurance carriers and then purchase an insurance policy within minutes. The company was founded by Joel Hayhurst, Basil Enan, and Rory Joyce in May 2010 and is headquartered in San Francisco, CA.

BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.

Motif Investing, Inc. provides investing platform for customers. It offers individuals and investment advisors to invest in stock and bond portfolios built around everyday ideas and broad economic trends and even create brand-new motifs from scratch. The company was founded by Hardeep Walia in 2010 and is headquartered in San Mateo, CA.

DriverSide, Inc. provides services for buying, selling and owning vehicles. It offers a true web 2.0 environment in car ownership advice, services and analytics. The company was founded in 2007 by Trevor D. Traina, Jad Dunning and Adam Jackson and is headquartered in San Francisco, CA.

Zecco Trading, Inc. provides on-line brokerage services. It provides professional customer service and trading tools for the customers. The company offers free stock trade every month. Zecco Trading was founded in 2005 and is located in Ontario, CA

BIN Insurance Holdings LLC provides property and business liability insurance services. It engages in the operation of insurance agency, offering policies to small businesses through their online interface. The company was founded by James Cochran in 1997 and is headquartered in Chicago, IL.

Part of Synovus Financial Corp., Canterbury Trust Co., Inc. is a company that provides trust, custody, investment, and consulting services. The company is based in Birmingham, AL. The company was founded by Benny M. LaRussa. Canterbury Trust Co. was acquired by Synovus Financial Corp. on January 31, 1999 for $8.29 million.

Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments.

Momentum Telecom, Inc. provides telecommunications services. The firm?s services include white label services, business voice, sip trucking, mobility, hosted call center, SD-WAN, voice analytics: call reporting, collaborate: audio and web conferencing, archive: call recording, virtual fax, CRM connector, incontact, hosted MS exchange and MS skype for business. The company was founded by Alan Creighton in 2001 and is headquartered in Atlanta, GA.

The Altamont School provides educational services. The company was founded in 1975 and is headquartered in Birmingham, AL.

The Economic Development Partnership of Alabama, Inc. assists in economic development programs. Its focus on helping the state attract and retain industry. The firm fills a role in the industrial recruitment process by marketing and promoting Alabama as a business location, and by providing research, information and proposals to companies and consultants that are actively searching for a site. The company was founded in 1991 and is headquartered in Birmingham, AL.

Featheringill Capital LLC (Featheringill Capital) is a private equity firm founded in 2018. The firm is headquartered in Birmingham, Alabama.

Protective Life Insurance Co. operates as a stock life insurance company. It engages in the provision of financial services. It operates under the following segments: Real Life and Annuity, Acquisitions, Stable Value Products, Asset Protection, and Corporate and Other. The Retail Life and Annuity segment markets fixed universal life, indexed universal life, variable universal life, traditional, fixed annuity, and variable annuity. The Acquisitions segment focuses on acquiring, converting, and/or servicing contracts from other companies. The Stable Value Products segment sells fixed and floating rate funding agreements. The Asset Protection segment deals with the marketing of extended service contracts. The Corporate and Other segment is consisted of net investment income on assets. The company was founded in 1907 and is headquartered in Birmingham, AL.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.

InvestEdge, Inc. engages in the provision of wealth management software solutions. It offers portfolio management, performance measurement, client reporting, compliance and monitoring, rebalancing and trading, data aggregation, and client portal. The company was founded by Robert S. Stewart and Roland E. Collins, III in June 2000 and is headquartered in Pittsburgh, PA.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

Headquartered in San Francisco, Epoch Partners, a subsidiary of Goldman Sachs & Co., is a technology-enabled investment bank focused on high-growth companies and electronically connected institutional and individual investors. The firm offers a full array of investment services. Their ultimate parent is Goldman Sachs Group, Inc. (NYSE:GS).

The NASDAQ Private Market LLC provides equity and capital market services for private companies. Its products and services include ExactEquity cap table management, cap table onboarding services, outsourced stock plan Administration, equity management portal and private tender offer. The company was founded in March 2013 and is headquartered in San Francisco, CA.

NASDAQ OMX Group, Inc. provides investment services.